Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$162M
3
+$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1
+$9.26M
2
+$5.58M
3
+$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.48M

Sector Composition

1 Financials 2.34%
2 Technology 2.19%
3 Healthcare 2.13%
4 Industrials 1.75%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
+32
2002
$2K ﹤0.01%
+7,500
2003
$2K ﹤0.01%
+39
2004
$2K ﹤0.01%
+19
2005
$2K ﹤0.01%
23
2006
– –
0
2007
$2K ﹤0.01%
72
-34
2008
$2K ﹤0.01%
28
2009
$2K ﹤0.01%
96
2010
$2K ﹤0.01%
+34
2011
$2K ﹤0.01%
+77
2012
$2K ﹤0.01%
16
-90
2013
$2K ﹤0.01%
202
2014
$2K ﹤0.01%
+200
2015
$2K ﹤0.01%
88
2016
$2K ﹤0.01%
+505
2017
$2K ﹤0.01%
+62
2018
$2K ﹤0.01%
27
2019
$2K ﹤0.01%
324
2020
$2K ﹤0.01%
+30
2021
$2K ﹤0.01%
+38
2022
$2K ﹤0.01%
+37
2023
$2K ﹤0.01%
+45
2024
$2K ﹤0.01%
118
2025
$2K ﹤0.01%
+60
79 80
81
82 83